About the Authors
Preserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
William Cass, CFP®, CPWA®
Director of Wealth Planning at Franklin Templeton. He speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as effective retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.
Chris Hennessey
Lawyer and CPA, Faculty Director, Babson College School of Executive Education. Chris has extensive consulting experience in finance, investments, taxes, and estate planning.
Harnessing the power of step-up in cost basis
For those looking to efficiently transfer wealth, here are some considerations and strategies when planning for step-up in cost basis.
Chris Hennessey is the Faculty Director of the Babson College School of Executive Education. His opinions do not necessarily reflect those of Putnam Investments.